Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) vs Tata Hybrid Equity Fund compare

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Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth

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Tata Aggressive Hybrid Fund- Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Fund	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	High	Average
Asset Size (Cr)	₹6146 Cr	₹4074 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹1000
Launch Date	14 Jan 2000	05 Jan 1996
Category	Aggressive	Aggressive
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Hybrid 35+65 Aggressive Index	CRISIL Hybrid 35+65 Aggressive Index
Turn Over	62%	4.76%
Expense Ratio	1.86	1.92
Manager	Dwijendra Srivastava	Murthy Nagarajan
ISIN Code	INF173K01CL8	INF277K01303
Exits Load	Sundaram Aggressive Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	Tata Hybrid Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
1 Month	2.19%	2.24%
6 Month	2%	1.9%
1 Year	5.15%	2.35%
3 Year	16.27%	15.25%
5 Year	17.76%	17.15%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
6 Month	6.72%	6.27%
1 Year	9.24%	6.91%
3 Year	14.21%	12.11%
5 Year	13.94%	13.07%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
1 Year	11.73%	11.37%
3 Year	13.75%	13.58%
5 Year	12.95%	13.94%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Standard Deviation	10.12%	9.21%
Sharp	0.92%	0.75%
Beta	1.05%	1.09%
Alpha	-0.53%	-0.22%

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Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Name	Dwijendra Srivastava	Murthy Nagarajan
Total AUM	₹14140 Cr	₹18015 Cr
Funds Managed	14	11
	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Others	29.25	29.06
Large Cap	56.46	56.26
Small Cap	5.13	8.3
Mid Cap	9.16	6.38

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Others	27.82	29.06
Energy	6.85	-
Technology	6.61	-
Financial Services	25.09	-
Consumer Cyclical	9.65	-
Healthcare	4.62	-
Consumer Defensive	5.88	-
Industrials	4.8	-
Basic Materials	3.42	-
Communication Services	3.74	-
Utilities	1.51	-
Petroleum Products	-	6.14
IT - Software	-	4.85
Personal Products	-	0.83
Construction	-	4.61
Diversified FMCG	-	3.1
Banks	-	18.32
Pharmaceuticals & Biotechnology	-	4.4
Automobiles	-	3.92
Telecom - Services	-	5.4
Beverages	-	1.98
Industrial Products	-	1.38
Realty	-	0.91
Gas	-	0.81
Transport Services	-	0.36
Auto Components	-	1.58
Cement & Cement Products	-	2.37
Transport Infrastructure	-	1.75
Finance	-	2.51
Fertilizers & Agrochemicals	-	2.1
Power	-	1.64
Insurance	-	0.95
Retailing	-	1.03